Business Philosophy & Background
Nathan has experience helping clients through a wide array of markets and planning strategies. He has seen the industry change and is committed to his clients and their needs. Taking the long-term approach, Nathan helps his clients every step of their financial planning journey, from wealth accumulation to wealth preservation, to the transfer to the next generation. As a financial planner, Nathan’s goal is to make sure that his clients and their future generations are secure in their financial future
Nathan graduated with a Bachelor of Business Administration Degree with a concentration in Finance and Economics from the University of Oregon. While not in the office, you will most likely find Nathan at a nearby basketball court or playing disc golf with friends. Nathan is also a big traveler, and he has enjoyed sailing around Thailand and taking a train to 15 European Countries in 14 days. Nathan loves to find ways to see new places while sticking to his budget.
Areas of Focus
- Working with young professionals who are just getting started with their financial planning
- Financial advice, plan implementation, & evaluation for individuals, families, & business owners
- Helping in the transfer of wealth from one generation to the next
- 401(k) retirement plan implementation & advising
Registrations & Designations
Securities, advisory and insurance licensed in: WI